Ownership history in PRINCIPAL SECURITIES, INC. · 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in ISHARES TR (IXC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 3,076 | -322 | -9.5% | 0.00% | $128K | $40.92 |
| 2025 Q2 | REDUCED | 3,398 | -1,338 | -28.3% | 0.00% | $134K | $38.51 |
| 2025 Q1 | ADDED | 4,736 | +497 | +11.7% | 0.00% | $181K | $40.54 |
| 2024 Q4 | ADDED | 4,239 | +226 | +5.6% | 0.00% | $162K | $36.79 |
| 2024 Q3 | REDUCED | 4,013 | -211 | -5.0% | 0.00% | $162K | $38.16 |
| 2024 Q2 | REDUCED | 4,224 | -561 | -11.7% | 0.00% | $175K | $39.13 |
| 2024 Q1 | ADDED | 4,785 | +398 | +9.1% | 0.01% | $206K | $39.63 |
| 2023 Q4 | INITIATED | 4,387 | — | — | 0.01% | $172K | — |
As of 2025 Q4 — sorted by position size